Episode Details

If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.

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Topics:

 Sector Rotation & Tech "Bubble" Narrative — Energy vs. Technology leadership data (12:09)

 Earnings Season Strength — beat rates, guidance trends (02:51)

 Volatility Seasonality & Q3 Risk — VIX trends, historical patterns (07:17)

 Seasonal & Historical Market Patterns — August/September weakness, strong Q4 outlook (05:34)

 Global Revenue & Currency Impact — S&P 500 foreign revenue share (14:55)

 Retirement & Financial Planning Insights — advisor engagement, retirement income shifts, common regrets (16:50)

Hosts:

Mark McEvily - Chief Investment Officer and Managing Partner

Matthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing Partner

Address: 35 Park Ave. Dayton, OH 45419

Phone: 937-938-9105 https://www.jessupwealthmanagement.com/

Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth

https://www.jessupwealthmanagement.com/disclosures-page